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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,722 | $185,883-66.3% | $170,043-63.1% | $139,466-55.0% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 18.68% | 60.54%-41.9pp | 53.40%-34.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,677 | $7,596-77.9% | $6,790-75.3% | $4,754-64.7% |
| Participant deferral / active EE | $2,195 | $11,626-81.1% | $10,410-78.9% | $6,712-67.3% |
| Admin fee / account holder | $287 | $15,393-98.1% | $12,824-97.8% | $11,409-97.5% |